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Jason D Rothfarb

Morgan Stanley

Alpharetta, GA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-02
GA RA APPROVED 2026-02-23
  • TX RA
    APPROVED
    Since 2026-03-02
  • GA RA
    APPROVED
    Since 2026-02-23

Branch Locations

2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Alpharetta GA 12/2025 Present
Jackson And Coker Llc Alpharetta GA 06/2021 12/2025
The University Of Alabama Tuscaloosa AL 08/2017 06/2021
Johns Creek High School Johns Creek GA 08/2014 08/2017
Morgan Stanley Private Bank, N.A New York NY 02/2026 Present
  • 12/2025 → Present
    Morgan Stanley
    Alpharetta, GA
  • 06/2021 → 12/2025
    Jackson And Coker Llc
    Alpharetta, GA
  • 08/2017 → 06/2021
    The University Of Alabama
    Tuscaloosa, AL
  • 08/2014 → 08/2017
    Johns Creek High School
    Johns Creek, GA
  • 02/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
  • S66 Uniform Combined State Law Examination
    2026-02-20

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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